Ridgewood Investments LLC — 13F Holdings & Portfolio

CIK 1703556 · latest 13F-HR filed 2026-04-03

Ridgewood Investments LLC manages $244.5M in 13F-reported U.S. long-equity assets across 208 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.B (9.43%), GOOGL (3.14%), SGOV (2.58%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 24 new positions, exited 18, added to 78, and trimmed 80.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$244.5M

Long-equity book

Holdings

208

Distinct positions

Period

2026-03-31

Filed 2026-04-03

Q/Q Activity

+24 / −18 / ↑78 / ↓80

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$1.1M +22.2%
  • VANGUARD BD INDEX FDS$1.1M +26.3%
  • SPDR SERIES TRUST$965.5K +33.1%
  • JD.COM INC$893.0K +136.1%
  • MARSH & MCLENNAN COS INC$691.6K +150.2%
Show all 78

Top Trims

  • BERKSHIRE HATHAWAY INC DEL-$1.7M -6.7%
  • APPLIED MATLS INC-$1.4M -59.6%
  • ALIBABA GROUP HLDG LTD-$884.0K -67.3%
  • TAIWAN SEMICONDUCTOR MFG LTD-$723.2K -27.5%
  • ISHARES TR-$717.9K -14.8%
Show all 80

New Positions

  • KIMBERLY-CLARK CORP$1.3M
  • SAP SE$1.1M
  • INTUIT$874.3K
  • CANADIAN NAT RES LTD$860.0K
  • AUTOMATIC DATA PROCESSING IN$643.9K
Show all 24

Exited Positions

  • DEVON ENERGY CORP NEW$989.0K
  • RTX CORPORATION$685.8K
  • LYONDELLBASELL INDUSTRIES N$670.3K
  • POLARIS INC$502.7K
  • AMGEN INC$454.9K
Show all 18
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $23.0M 9.43% 48,100 SH
2 ALPHABET INC GOOGL 02079K305 $7.7M 3.14% 26,669 SH
3 ISHARES TR SGOV 46436E718 $6.3M 2.58% 62,767 SH
4 VANGUARD BD INDEX FDS BSV 921937827 $5.5M 2.23% 69,547 SH
5 ISHARES TR SHV 464288679 $4.1M 1.68% 37,315 SH
6 VANGUARD INDEX FDS VOO 922908363 $4.1M 1.68% 6,868 SH
7 SPDR SERIES TRUST FLRN 78468R200 $3.9M 1.59% 126,250 SH
8 MARKEL GROUP INC MKL 570535104 $3.7M 1.52% 1,938 SH
9 ALPHABET INC GOOG 02079K107 $3.7M 1.51% 12,838 SH
10 VANGUARD INTL EQUITY INDEX F VT 922042742 $3.7M 1.50% 26,523 SH
11 VANGUARD INDEX FDS VO 922908629 $3.6M 1.48% 12,583 SH
12 VANGUARD INDEX FDS VB 922908751 $3.3M 1.37% 12,750 SH
13 META PLATFORMS INC META 30303M102 $3.1M 1.28% 5,458 SH
14 SCHWAB STRATEGIC TR SCHB 808524102 $2.9M 1.18% 114,815 SH
15 BRISTOL-MYERS SQUIBB CO BMY 110122108 $2.5M 1.04% 41,838 SH
16 MICROSOFT CORP MSFT 594918104 $2.5M 1.02% 6,766 SH
17 TEXAS INSTRS INC TXN 882508104 $2.5M 1.02% 12,887 SH
18 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $2.4M 1.00% 41,615 SH
19 QUALCOMM INC QCOM 747525103 $2.3M 0.95% 17,994 SH
20 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $2.2M 0.90% 47,122 SH
21 MEDTRONIC PLC MDT G5960L103 $2.2M 0.90% 25,402 SH
22 PEPSICO INC PEP 713448108 $2.2M 0.89% 13,948 SH
23 SCHWAB STRATEGIC TR SCHV 808524409 $2.1M 0.86% 69,306 SH
24 PRICE T ROWE GROUP INC TROW 74144T108 $2.1M 0.84% 22,886 SH
25 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $2.0M 0.83% 31,315 SH
26 VANGUARD CHARLOTTE FDS BNDX 92203J407 $2.0M 0.83% 42,106 SH
27 AMAZON COM INC AMZN 023135106 $2.0M 0.82% 9,637 SH
28 VANGUARD SCOTTSDALE FDS VONV 92206C714 $2.0M 0.80% 20,833 SH
29 ISHARES TR IGSB 464288646 $1.9M 0.80% 37,036 SH
30 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.9M 0.79% 8,965 SH
31 INVESCO QQQ TR QQQ 46090E103 $1.9M 0.78% 3,314 SH
32 TAIWAN SEMICONDUCTOR MFG LTD TSM 874039100 $1.9M 0.78% 5,636 SH
33 UNITED THERAPEUTICS CORP DEL UTHR 91307C102 $1.9M 0.78% 3,200 SH
34 HENRY SCHEIN INC HSIC 806407102 $1.8M 0.76% 25,063 SH
35 ORACLE CORP ORCL 68389X105 $1.8M 0.72% 11,978 SH
36 CLOROX CO DEL CLX 189054109 $1.7M 0.71% 16,676 SH
37 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.7M 0.69% 22,353 SH
38 OLD REP INTL CORP ORI 680223104 $1.7M 0.68% 41,693 SH
39 VANGUARD BD INDEX FDS BIV 921937819 $1.6M 0.67% 21,314 SH
40 TARGET CORP TGT 87612E106 $1.6M 0.67% 13,486 SH
41 HCI GROUP INC HCI 40416E103 $1.6M 0.67% 10,552 SH
42 NVIDIA CORPORATION NVDA 67066G104 $1.6M 0.66% 9,310 SH
43 INVESCO EXCH TRADED FD TR II SPLV 46138E354 $1.6M 0.66% 22,107 SH
44 CNH INDL N V CNH N20944109 $1.6M 0.65% 144,736 SH
45 SPDR INDEX SHS FDS SPDW 78463X889 $1.6M 0.64% 34,524 SH
46 ARCHER DANIELS MIDLAND CO ADM 039483102 $1.6M 0.64% 21,679 SH
47 UNITED PARCEL SERVICE INC UPS 911312106 $1.6M 0.64% 15,807 SH
48 JD.COM INC JD 47215P106 $1.5M 0.63% 52,389 SH
49 AXOS FINANCIAL INC AX 05465C100 $1.5M 0.63% 18,051 SH
50 ISHARES TR STIP 46429B747 $1.5M 0.60% 14,190 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-03 $244.5M 208 0001703556-26-000004
2025-09-30 2025-10-30 $237.0M 202 0001703556-25-000010